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Iron Mountain
IRM

Overview Fund Activity

749 hedge funds and large institutions have $12B invested in Iron Mountain in 2021 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 266 increasing their positions, 239 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+44
Holders Change %
+6.24%
% of All Funds
11.57%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.19%
New
124
Increased
266
Reduced
239
Closed
71
Calls
$90.2M
Puts
$132M
Net Calls
-$42.2M
Net Calls Change
-$32.8M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$32.4M
2
Amundi
Amundi
France
+$30.9M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$28M
4
State Street
State Street
Massachusetts
+$27.7M
5
American Century Companies
American Century Companies
Missouri
+$22.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$70.1M
2
EIP
Epoch Investment Partners
New York
-$45M
3
Barclays
Barclays
United Kingdom
-$12.6M
4
ZP
Zimmer Partners
New York
-$12.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
451
Merit Financial Group
Georgia
$476K – – –
HA
452
Herold Advisors
New York
$470K – – –
BMSSC
453
B. Metzler seel. Sohn & Co
Germany
$465K -$399K -7,592 -46%
NA
454
Navellier & Associates
Nevada
$460K -$6.34K -121 -1%
AAM
455
Augustine Asset Management
Florida
$457K +$14.5K +277 +3%
Assenagon Asset Management
456
Assenagon Asset Management
Luxembourg
$439K +$439K +8,382 New
AP
457
Atwood & Palmer
Missouri
$436K – – –
DY
458
Dowling & Yahnke
California
$434K – – –
SWM
459
SFG Wealth Management
Maryland
$431K +$431K +8,244 New
TDC
460
Thompson Davis & Co
Virginia
$426K +$426K +8,150 New
TYCC
461
Texas Yale Capital Corp
Florida
$425K – – –
DA
462
DCM Advisors
New York
$424K -$202K -3,855 -32%
BHWM
463
Bar Harbor Wealth Management
New Hampshire
$421K – – –
ACA
464
Atlas Capital Advisors
Wyoming
$419K +$106K +2,019 +34%
RIA
465
Realta Investment Advisors
Delaware
$414K +$53.5K +1,023 +15%
RFM
466
Royal Fund Management
Florida
$413K +$33.1K +633 +9%
FP
467
Fiduciary Planning
Florida
$410K -$853K -16,280 -68%
SYBT
468
Stock Yards Bank & Trust
Kentucky
$404K – – –
ACM
469
Advisors Capital Management
New Jersey
$400K -$130K -2,482 -25%
KFA
470
Krane Funds Advisors
New York
$400K -$42.6K -813 -10%
SSWM
471
Sheets Smith Wealth Management
North Carolina
$397K – – –
BSG
472
Black Swift Group
Colorado
$395K – – –
VAS
473
Vestmark Advisory Solutions
Massachusetts
$394K -$36.8K -703 -9%
SW
474
SteelPeak Wealth
California
$394K +$2.77K +53 +0.7%
KRSITF
475
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$388K -$25.4K -486 -6%
17 18
19
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